Advanta IRA Offers Three Hours of Continuing Education to Realtors: Real Estate Investments in an IRA

Share Article

Real estate is a popular investment that can be acquired by self-directed IRAs to earn retirement income on a tax-free or tax-deferred basis. Advanta IRA offers continuing education classes to realtors to show how knowledge of real estate in an IRA can help them better serve existing clients and attract new clients who are interested in these types of investments.

real estate investments, self-directed ira
Using a self-directed IRA, people can invest in single and multi-family homes, foreclosures, commercial property, raw land, private mortgages and many other alternative investments in the real estate realm.

This class is hosted by the Pinellas County Realtor Organization and offered to its members and the general public, as well. Scott Maurer of Advanta IRA Services leads the class in providing knowledge about self-directed IRAs and why it’s important for realtors to understand how these accounts work relevant to real estate investments. Many clients and potential clients could be investors and often rely on realtors to locate viable property for investment purposes.

Individuals who choose to self-direct their retirement accounts gain greater control over their own investment choices by making decisions based on what they know and understand. Realtors bring more to the table when they, too, are aware of how these accounts work—and this knowledge can attract an entirely different client demographic outside those looking to purchase the standard family home.

As more people seek diversity in their portfolios, real estate is a top choice and considered by many a safe, steady option compared to the inconsistency of stocks on the market. A real estate IRA can help provide diversity in portfolios and also has the potential to earn retirement funds—on a tax-free or tax-deferred basis—at a faster pace than more traditional investment methods. “Realtors that have a firm grasp on how these assets work in an IRA can use this knowledge to help guide clients through the process and help them meet their goals,” says Jack Callahan, managing partner of Advanta IRA Services.

Attendees of this class learn:

*How to mine existing contacts for new purchases
*How knowledge of self-directed IRAs attracts new clients
*To use their expertise for their own retirement account
*Types of accounts that can be self-directed
*Alternative investments permissible in a self-directed IRA
*How to increase sales, commissions, and more!

“Using a self-directed IRA, people can invest in single and multi-family homes, foreclosures, commercial property, raw land, private mortgages and many other alternative investments in the real estate realm,” says Callahan. There are a myriad of additional alternative assets permissible in self-directed accounts, as well.

This class is offered free of charge to Pinellas County Realtor Organization members but may require a minimal cost for non-member attendees.

Event: Pinellas Realtor Organization CE Course
Date: August 26, 2014
Time: 9:00 am – 12:00 pm
Location: Pinellas Realtor Organization, 4590 Ulmerton Road, Clearwater, FL
Questions about event: Please contact Larissa Green at Advanta IRA Services by calling (727) 581-9853 ext. 1140 or email lgreen(at)
To register: Please visit

About Advanta IRA

Advanta IRA Services, located in Largo, Florida, has been in operation for over 10 years, providing administrative service to owners of self-directed IRAs throughout the Tampa Bay and Sarasota, Florida regions. Advanta IRA Administration offers a second location serving the Atlanta, Georgia area and surrounding regions. Both offices are managed by Jack Callahan, J.D., CFP™. Advanta IRA offers classes, seminars and other educational tools designed to assist clients in managing self-directed IRAs by investing in real estate, notes, private placements and other non-traditional assets that have the potential to maximize IRA earnings on a tax-free or tax-deferred basis.

About Jack Callahan

Jack M. Callahan, J.D., CFP™, is the managing partner at Advanta IRA Services in Largo, FL and Advanta IRA Administration in Atlanta, GA. Jack established the corporate office, Advanta IRA Services, in 2003. Prior to that, Jack delivered specialized counsel to real estate investors, small business owners and real estate professionals on tax, legal and financial matters. As an industry expert, Jack is a frequent speaker on the topic of self-directed retirement plans and an accredited continuing education instructor for the Florida and Georgia Bar Associations, Florida and Georgia Real Estate Commissions, and The American Institute of Certified Public Accountants. He earned his bachelor of science degree in finance and multinational business from Florida State University and his law degree from the University of Florida College of Law.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Scott Maurer
Follow us on
Visit website